See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,667 | $81,460+162.3% | $103,333+106.8% | $80,856+164.3% |
| Participation rate | 76.7% | 66.8%+9.8pp | 74.5%+2.2pp | 67.6%+9.0pp |
| Annual return | 9.78% | 25.55%-15.8pp | 24.88%-15.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,593 | $3,105+15.7% | $3,868-7.1% | $2,755+30.4% |
| Participant deferral / active EE | $9,982 | $3,869+158.0% | $5,057+97.4% | $4,296+132.4% |
| Admin fee / account holder | $45,808 | $6,566+597.6% | $8,355+448.3% | $6,918+562.2% |